WAS
Winch Advisory Services Portfolio holdings
AUM
$410M
1-Year Return
15.82%
This Quarter Return
+6.31%
1 Year Return
+15.82%
3 Year Return
+82.13%
5 Year Return
+118.4%
10 Year Return
+334.26%
AUM
$184M
AUM Growth
+$27.7M
(+18%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
73.61%
Holding
268
New
12
Increased
19
Reduced
5
Closed
232
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$49.2M |
| 2 |
iShares US Transportation ETF
IYT
|
$8.64M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6M |
| 4 |
iShares Biotechnology ETF
IBB
|
$4.94M |
| 5 |
Wells Fargo
WFC
|
$4.35M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$14.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$12.2M |
| 3 |
Apple
AAPL
|
$7.28M |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$6.34M |
| 5 |
GSK
GSK
|
$5.02M |
Sector Composition
| 1 | Industrials | 7.72% |
| 2 | Healthcare | 7.71% |
| 3 | Communication Services | 7.39% |
| 4 | Financials | 7.04% |
| 5 | Technology | 5.28% |
